HFCL Limited has informed the Exchange about Transcript of Conference Call on the Un-audited Financial Results of the Company for the 1st Quarter ended June 30, 2025, of the Financial Year 2025-26.
HFCL · price
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Awaiting price reaction for this filing.
HFCL reported Q1 FY26 revenue of ₹871 crore, down from ₹1,158 crore in Q1 FY25 but up from ₹801 crore in Q4 FY25. The company swung to a positive EBITDA of ₹42.9 crore (margin 4.93%) and narrowed its loss to ₹29.3 crore, from a loss of ₹83.3 crore in Q4 FY25. Order book stood at a strong ₹10,480 crore as of June 30, 2025, up from ₹6,776 crore a year ago, with defense contributing ~₹1,300 crore and exports ~₹400 crore. Management highlighted a strong resurgence in the optical fibre cable business after 6-7 subdued quarters, securing ~₹300 crore in export orders in Q1, and announced a major IBR cable capacity expansion (from ~1.73 mn fkm to ~19.01 mn fkm per annum). The company guided for 25-30% revenue growth in FY26, with OFC revenue expected to more than double, and OFC margins recovering to ~15% from the current quarter onwards.
Positive signals: strong order book growth (55% YoY), OFC demand revival, capacity expansion plans, and defense revenue starting to materialize should support the stock. However, Q1 FY26 revenue is still down sharply YoY and the company remains in PAT loss, which may temper near-term sentiment until profitability clearly turns around.